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Carrier Global
CARR

Overview Fund Activity

1,387 hedge funds and large institutions have $44.1B invested in Carrier Global in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 418 increasing their positions, 538 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+82
Holders Change %
+6.28%
% of All Funds
20.33%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
179
Increased
418
Reduced
538
Closed
82
Calls
$211M
Puts
$345M
Net Calls
-$134M
Net Calls Change
+$23M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$571M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$170M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$111M
4
BGCP
Bristol Gate Capital Partners
Ontario, Canada
+$92.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$943M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$190M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$147M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$68.1M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
826
Avantax Planning Partners
Iowa
$379K +$35.3K +614 +10%
GW
827
GW & Wade
Massachusetts
$375K -$66.9K -1,165 -15%
WTA
828
Washington Trust Advisors
Massachusetts
$372K -$66.2K -1,152 -15%
BAM
829
Berkshire Asset Management
Pennsylvania
$371K -$402 -7 -0.1%
SNB
830
Security National Bank
Nebraska
$371K – – –
FNT
831
First National Trust
Pennsylvania
$371K -$23.8K -415 -6%
RB
832
Rodgers Brothers
Pennsylvania
$371K -$6.49K -113 -2%
CTA
833
Colonial Trust Advisors
South Carolina
$370K -$111K -1,925 -23%
SWM
834
SeaCrest Wealth Management
New York
$369K -$7.19K -129 -2%
ACA
835
Aptus Capital Advisors
Alabama
$369K -$118K -2,058 -24%
AF
836
Allworth Financial
California
$369K -$7.53K -131 -2%
FA
837
FDx Advisors
Illinois
$368K +$15.4K +267 +4%
WWM
838
Western Wealth Management
Colorado
$368K +$4.19K +73 +1%
MMPW
839
Mitchell McLeod Pugh & Williams
Alabama
$368K – – –
PAI
840
Pittenger & Anderson Inc
Nebraska
$367K +$59.9K +1,042 +19%
JMFC
841
J.M. Forbes & Co
Massachusetts
$367K – – –
B
842
Bailard
California
$366K -$40.2K -700 -10%
IFAM
843
Institutional & Family Asset Management
Colorado
$365K – – –
Members Trust
844
Members Trust
Florida
$365K – – –
USCWA
845
U.S. Capital Wealth Advisors
Texas
$363K -$172 -3 -0%
PA
846
Procyon Advisors
Connecticut
$362K +$28.3K +492 +8%
BMCM
847
Bryn Mawr Capital Management
Pennsylvania
$362K +$362K +6,297 New
TIA
848
Tiemann Investment Advisors
California
$362K -$2.13K -37 -0.6%
AIM
849
Avity Investment Management
Connecticut
$360K +$34.5K +600 +11%
PWS
850
Precision Wealth Strategies
Missouri
$359K -$4.48K -78 -1%
32 33
34
35 36